Track important dates, send automated reminders, and celebrate milestones within your community.
Keep your church family close with personalized greetings and thoughtful follow-ups, all seamlessly managed in one place.
Welcome and nurture every new visitor with SteepleMate’s Guest Tracking feature. Effortlessly capture guest information, follow up with personalized messages, and track their journey from first visit to active participation. Ensure that no one slips through the cracks, fostering a warm and inviting atmosphere that encourages repeat visits and deeper connections.
Automatically organize members into groups based on specific criteria, such as age, interests, or participation levels. As member information changes, groups update in real-time, ensuring your communications and activities are always relevant and targeted.
Tailor SteepleMate to meet your church’s unique needs with Custom Fields. Easily add and manage custom data points across your profiles, forms, and special events. Whether tracking specific interests, volunteer skills, or special requests, Custom Fields give you the flexibility to capture and utilize the information that matters most to your ministry.
Simplify event planning with SteepleMate’s RSVP feature. Effortlessly manage attendance for church events by allowing members to quickly RSVP online. Track responses in real-time, send reminders, and ensure your events are well-organized and attended.
Manage emails, texts, and app messages efficiently within a unified platform. Whether you’re coordinating with staff, following up with members, or sending group announcements, the Message Inbox ensures you never miss an important message and can respond quickly.
Reach your entire congregation or specific groups with just a few clicks using SteepleMate’s Mass Emails feature. Craft and send professional, personalized emails to keep everyone informed about upcoming events, announcements, and more.
Gain valuable insights into your church’s communication efforts with SteepleMate’s Communications Report. Choose a date range to review activity, excluding system interactions like reminders if needed. Customize reports to focus on members, contacts, or both, ensuring you have a clear view of how effectively you’re engaging with your congregation.
Easily transition to SteepleMate with our Bulk Import feature. Import large amounts of data, whether it’s member information or financial records, all at once. You can do it yourself with our step-by-step guide, or let our team handle the process for you.
Effectively oversee your church’s team with SteepleMate’s Manage Staff feature. Track staff roles, responsibilities, and schedules in one centralized place. From assigning tasks to monitoring performance, this feature helps you keep your church’s operations running smoothly and ensures that everyone is aligned with your ministry’s goals.
Plan and manage events, services, and meetings all in one place. Share your calendar with staff and members, and send automatic reminders to ensure everyone stays informed and on time. Simplify scheduling and avoid conflicts with this powerful organizational tool.
Track participation across services, events, and groups with detailed, customizable reports.
Gain insights into your congregation’s engagement, identify patterns, and make informed decisions to foster greater involvement in your church community.
Allow members to easily submit prayer requests and check in for prayer sessions. Track participation and follow up on prayer needs, ensuring that every request is heard and every member feels supported in their faith.
Assign tasks to staff or volunteers, set deadlines, and monitor progress all in one place. Whether it’s coordinating events, managing projects, or daily operations, the Task Manager helps ensure that nothing falls through the cracks.
Send personalized or group messages via email, SMS, or in-app chat, and receive responses directly within the platform.
Send important updates, event reminders, or urgent alerts to your entire church or specific groups via SMS.
Keep track of your church’s outreach efforts with the Family Communication Activity report. Monitor and strengthen connections with families, particularly those within specific groups, to foster a more engaged and connected church community.
Keep your church database clean and accurate with SteepleMate’s Duplicate Detection feature. Easily identify and review potential duplicate entries by clicking on any name. Confirm the uniqueness of records or merge duplicates with just a few clicks, ensuring your member data remains organized and up-to-date.
Ensure no one falls through the cracks with SteepleMate’s CareTracks feature. Set up automated follow-ups for pastoral care, prayer requests, or member needs, and track each step of the care process. CareTracks help you provide consistent and personalized support, keeping your congregation connected and cared for.
Plan, organize, and manage your church’s services and special events with ease using SteepleMate. Schedule recurring services, coordinate special events, and manage all the details in one place. Keep your congregation informed and engaged with timely updates, ensuring every event runs smoothly and is well-attended.
Maintain security and control within your church management system with SteepleMate’s Access Levels feature. Assign specific permissions to staff and volunteers based on their roles, ensuring that each user has access only to the information and tools they need. Protect sensitive data and streamline operations by managing who can see and do what within the platform.
Personalize your church communications at scale with SteepleMate’s Mail Merge feature. Automatically insert member-specific details into emails, letters, or documents, creating customized messages for large groups with minimal effort. Enhance your outreach by making every communication feel personal and relevant, even when addressing your entire congregation.
Simplify your mailing process with SteepleMate’s Mailing Labels feature. Quickly generate and print address labels for your entire congregation or specific groups, ensuring that your mailings are accurate and professional. Perfect for newsletters, event invitations, or any mass mailing needs, this feature helps you save time while staying organized.
Keep your congregation connected with SteepleMate’s Church Directory. Easily access contact information, family details, and member profiles in a secure, centralized directory. Control who can view the directory by setting access levels and enjoy the flexibility to exclude specific contacts when needed.
Easily contribute to your church from anywhere with our secure online giving platform. Whether you’re at home or on the go, our user-friendly interface allows you to make one-time or recurring donations using your credit/debit card or bank account. Your generosity supports the ongoing mission of the church, and every contribution is tracked for seamless record-keeping and reporting.
With SteepleMate, you can easily set up and track your pledge commitments over time, ensuring that your contributions align with your financial goals. Whether it’s for a special project, a building fund, or ongoing support, pledges provide a structured way to contribute consistently and meaningfully.
Organize your donations effortlessly with SteepleMate’s payment categories. This feature allows you to designate your contributions to specific funds or ministries, ensuring that your giving aligns with your intentions. Whether you’re supporting the general fund, a building project, or a special cause, payment categories provide clarity and precision in managing your donations.
Efficiently track and manage your church’s deposits with SteepleMate’s Manage Deposits feature. Record the status of each deposit—from processing to processed—generate and print deposit slips, and upload deposit receipts directly into the system. This tool streamlines your deposit workflow, ensuring all records are organized and easily accessible for future reference.
Make giving quick and easy with Text to Give. Donors can simply text a specific amount to your church’s designated number, and their contribution is processed instantly. This method offers a convenient, on-the-go option for supporting your ministry, with each transaction securely recorded in SteepleMate.
Both donors and finance admins can keep track of contributions with the Payment History feature. With access level based security, this tool provides a detailed record of every donation made, whether online or in-person, allowing you to review, print, or download your giving history at any time. Each transaction is securely logged, categorized, and private.
Track all financial transactions, including donations, expenses, and transfers, within a centralized system. Each entry is categorized and detailed, ensuring that your church’s finances are transparent and well-organized. With Ledgers, you can easily review your financial history, generate reports, and ensure that all transactions align with your financial goals and policies.
Automatically grant discounts or bonuses based on amounts received in specific account types, such as bookstore purchases or meal plans.
For example, offer a $10 bonus for every $100 deposited or a free item after multiple purchases. Promotions are applied automatically during payment processing but can be manually adjusted for custom payments.
Simplify the donation process with QR Code to Give. Donors can quickly scan a QR code with their smartphone to access a secure giving page, making it easy to contribute anytime, anywhere. This feature is perfect for events, bulletins, or any place where you want to offer a fast, convenient way to give.
Simplify your church’s financial management with QuickBooks Integration. Seamlessly sync your SteepleMate transactions with QuickBooks to ensure accurate, up-to-date accounting. This integration allows for efficient bookkeeping, reduces manual data entry, and helps you maintain clear financial records across both platforms. Whether tracking donations, expenses, or deposits, QuickBooks Integration ensures that all your financial data is organized and accessible.
Get a view of donor contributions with the Giving Detail Report. This report provides date-ranged donor information for selected categories, covering both online and in-person giving. It reflects the total funds received during the specified period, before any transaction fees are deducted. This report is ideal for tracking the impact of specific campaigns or understanding donor patterns over time.
Track and manage non-cash contributions such as furniture, equipment, and supplies with ease. Donors are responsible for declaring the fair-market value of these items. For contributions over $500, donors must file IRS Form 8283. While labor is generally not tax-deductible, physical goods can be a valuable part of your ministry’s support. Ensure proper documentation by confirming the value with the donor when necessary.
